SE 09/02

Please chose the correct answer


  1. What form do we have to use for change ownership?
    ACH Form
    Critical Care Form
    CIUR Form
    LOA Form


  1. Which are the reasons that for what we can request change ownership on an account?
    Due to marriage
    Due to divorce
    Name is misspelled on account or for correction to account holder’s Social Security Number
    All of the above


  1. What documents should the customer mail or fax along with the LOA?
    Copy of Social Security Card
    Death decree, Divorce, Power of Attorney, proof of Incarceration, Military Deployment documents.
    LOA & CIUR
    None of the above


  1. Which are the benefits to processing a Change of Ownership instead of a New Service Enrollment?
    Is better to process a new service enrollment
    A credit check is not performed for the New Account Owner. The New Account Owner does not have to complete a QC call
    Both processes are the same
    None of the above


  1. For a “Change of Ownership” a new account is always created and the contract is NOT transferred to the new owner
    True
    False





Human Capital